Portfolio management for businesses (other than small businesses) or institutional clients

Pension consulting services

Selection of other advisers (including private fund managers)

Publication of periodicals or newsletters

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Jennifer Cray (CRD# 4297411) is an Investment Advisor Representative working at
Investor's Capital Management, LLC in Menlo Park, CA and has
over 15 years
of experience in the finance industry.
Jennifer Cray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Julie Schatz (CRD# 4767682) is an Investment Advisor Representative working at
Investor's Capital Management, LLC in Menlo Park, CA and has
over 12 years
of experience in the finance industry.
Julie Schatz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.